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Question

How create and connect the laserfiche forms business process and Workflow on approved and rejected

Forms Workflow
Updated April 22, 2021
asked on April 20, 2021

Hello,

I'm created a form that approved or rejected and I want to catch all data but I'm having a hard time building a Process and Workflow this is what I'm come up with for now I just want to connect my business process to the Workflow and Laserfiche Repository? Please show me an good example if you can and if you need more info please let me know??

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Replies

replied on April 20, 2021 • Show version history

If your goal is to save all approved forms to one folder and all rejected forms to another, you can do all of that in Forms without needing a workflow. 

After the approval task, use a gateway to make two branches, one for approved, the other for reject. On each branch, you can put a save to repository task with a different folder and different metadata configured. 

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replied on April 20, 2021

Nice, Jared I will try this and let you know and what about a good example on workflow just in case?? Or an different way on workflow besides approved and rejected

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replied on April 20, 2021

Don't use workflow for this case, it's not needed. If you wanted to call a workflow, you would use the Workflow service task within Forms. That will kick off the workflow, then you use Retrieve Business Process variables on the Workflow side to grab data. 

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replied on April 20, 2021 • Show version history

Hey Jared, can you show me example how to create a workflow by using the Retrieve Business Process variables??

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replied on April 20, 2021

Could you show me an workflow example??

replied on April 22, 2021

This short video covers exactly how to set up the Forms to Workflow connection. It hasn't changed between 10.3 and 10.4. On the Forms side, just use a workflow service task to call a specific workflow. On the workflow side, use a retrieve business process variables task to select which variable values you want to pull into the workflow. 

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replied on April 22, 2021
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replied on April 20, 2021

I'm guessing you want Workflow to pick up the entries created by Forms and move them to a different folder?

You could give your workflow a starting rule based on entry creation in whatever folder Forms uses. In that case, you wouldn't need Find Entries since Workflow would have a starting entry to work with.

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replied on April 20, 2021

Could you show me example if that possible and yes I want Workflow to pick up the entries created by Forms or any other example besides pick up the entries?? 

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replied on April 20, 2021

Could you show me an workflow example??

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